Updated Prospectuses Now Available
article 05-01-2019

Updated Prospectuses Now Available

Discover what changes we are making to our offerings as we update our prospectuses.

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Royce’s new open-end fund prospectuses become effective on May 1, 2019.

As part of these updates, we wanted to let you know about a change we are making to Royce Pennsylvania Mutual Fund.

Steven G. McBoyle joins the Fund as portfolio manager. Chuck Royce continues as the Fund’s lead portfolio manager, Jay Kaplan and Lauren Romeo remain as portfolio managers, and Jim Stoeffel, Chris Flynn, and Andrew Palen remain assistant portfolio managers.

We also added the Russell 2000 Value Index to Royce Small-Cap Value Fund and Royce Capital Fund-Small-Cap Portfolio—two contrarian value strategies that Jay Kaplan manages.

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VIEW 2019 PROSPECTUSES

 

Important Disclosure Information

About Royce & Associates, LP: Royce & Associates, LP, is a small-cap equity specialist offering distinct investment strategies with unique risk/return profiles designed to meet a variety of investors’ needs. For more than 40 years, our strategies have focused on active, risk-conscious investing driven by deep, fundamental company research. Chuck Royce, the firm’s founder and a pioneer of small-cap investing, enjoys one of the longest tenures in the industry. Royce & Associates, LP is a subsidiary of Legg Mason Inc. (NYSE: LM). Royce Fund Services, LLC, the Fund’s distributor, is a member of FINRA and the SIPC.

This material is not authorized for distribution unless preceded or accompanied by a current prospectus. Please read the prospectus carefully before investing or sending money. Smaller-cap stocks may involve considerably more risk than larger-cap stocks. (Please see "Primary Risks for Fund Investors" in the prospectus.)

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